Experienced Program manager with over 18 years of experience in the financial sector. Dedicated professional with in-depth understanding of Insurance and Banking sectors. Excellent reputation for managing multiple priorities and creating inter functional synergies towards meeting company objectives
Job Description:
-Program Manager for company's Sales Excellence program for company's Proprietary Salesforce
- Strategic planning in improving Sales Quality, Compliance, Sales Productivity, Staff engagement, Policy renewals and Resource Planning
- Data management and Data Analysis
- Project Evaluation and re-modelling
- Evaluation of Operation efficiency and planning sustainable interventions in case of Gaps
Achievements:
- Adjudged best SEM in the country for FY22 based on contributions towards achieving best performance against program benchmarks
- Projects focused in increasing Persistency (Policy Renewals) in South zone resulted in 8% incremental policy renewal in FY22 (from 76% in April'21to 84% in March'22). In Fy23, Policy renewal grew by 5.5% YTD
- Quality and Compliance related project yield in 100% policy adherence and also increase in seller activation and Sales productivity for South Zone
- Periodic reviews and adaptive strategies in the channel resulted in highest topline growth in FY22
- South Zone also had the maximum field staff incentives and promotions in FY22 & YTD FY23. This can also be attributed to various Sales excellence project & robust staff engagement activities
- Assigned to Wealth Management channel of Development Bank of Singapore (DBS bank)
- Insurance domain expert for increasing TATA AIA Market Share
- Maintaining Quality & Compliance standards of Company and Banking Partner
- Soft Skills training and Content Development
- Preferred Banker for Priority channel of HDFC Bank, Retail Branch
- Experience in Consumer Banking, Commercial Banking and Foreign Exchange
- Client level Data management and Data organisation in adherence to Banking Regulation
- Promotion of Digital and Paperless banking
- Portfolio Management
- Adherence to Quality & process Compliance in all the client engagements
- Insurance Sales through the largest Bancassurance partner
- Learning & Development
Program Management
undefinedPastime Activities:
Active participation in college Alumni group. Currently, an officially elected office bearer of the LIBA Alumni Bangalore chapter. Here my Data management and record keeping skills are used extensively.
Hobbies include Biking & playing football.